AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,322
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$12.5M
3 +$7.48M
4
BND icon
Vanguard Total Bond Market
BND
+$7.46M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.84M

Sector Composition

1 Technology 8.05%
2 Financials 3.64%
3 Industrials 3.39%
4 Healthcare 2.61%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CLH icon
2051
Clean Harbors
CLH
$13.1B
$464 ﹤0.01%
2
PEGA icon
2052
Pegasystems
PEGA
$11.2B
$460 ﹤0.01%
8
IPG icon
2053
Interpublic Group of Companies
IPG
$10.1B
$447 ﹤0.01%
16
VNO icon
2054
Vornado Realty Trust
VNO
$7.55B
$446 ﹤0.01%
11
PSQH icon
2055
PSQ Holdings
PSQH
$96.4M
$445 ﹤0.01%
233
RBA icon
2056
RB Global
RBA
$18.9B
$433 ﹤0.01%
4
DPZ icon
2057
Domino's
DPZ
$14.2B
$432 ﹤0.01%
1
-1
WCC icon
2058
WESCO International
WCC
$10.7B
$423 ﹤0.01%
2
QS icon
2059
QuantumScape
QS
$8.3B
$419 ﹤0.01%
+34
EXEL icon
2060
Exelixis
EXEL
$10.2B
$413 ﹤0.01%
10
CPB icon
2061
Campbell Soup
CPB
$9.24B
$411 ﹤0.01%
13
+8
GEO icon
2062
The GEO Group
GEO
$2.45B
$410 ﹤0.01%
+20
UHS icon
2063
Universal Health Services
UHS
$13.3B
$409 ﹤0.01%
2
-1
U icon
2064
Unity
U
$15.3B
$400 ﹤0.01%
10
MIDD icon
2065
Middleby
MIDD
$6.75B
$399 ﹤0.01%
3
-2
TXNM
2066
TXNM Energy Inc
TXNM
$6.01B
$396 ﹤0.01%
7
JAZZ icon
2067
Jazz Pharmaceuticals
JAZZ
$8.38B
$395 ﹤0.01%
3
STAG icon
2068
STAG Industrial
STAG
$7.21B
$388 ﹤0.01%
11
TDOC icon
2069
Teladoc Health
TDOC
$1.52B
$387 ﹤0.01%
50
WB icon
2070
Weibo
WB
$2.79B
$384 ﹤0.01%
31
LAZR icon
2071
Luminar Technologies
LAZR
$116M
$382 ﹤0.01%
200
-3
BPOP icon
2072
Popular Inc
BPOP
$7.7B
$381 ﹤0.01%
3
INVH icon
2073
Invitation Homes
INVH
$17.7B
$381 ﹤0.01%
13
LI icon
2074
Li Auto
LI
$22.5B
$380 ﹤0.01%
15
CVLT icon
2075
Commault Systems
CVLT
$7.47B
$378 ﹤0.01%
2